+3,588.3%
WELL vs WTW
+1,094.8%
+2,493.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | +0.8% |
| 7D | -1.1% | -7.1% | +6.0% | +1.6% |
| 30D | +0.7% | -8.5% | +9.3% | +4.1% |
| 3M | +14.5% | +20.6% | -6.0% | +6.0% |
| 6M | +14.4% | +7.2% | +7.2% | +9.8% |
| YTD | +28.5% | -3.9% | +32.3% | +27.5% |
| 1Y | +41.8% | -3.6% | +45.4% | +40.3% |
| 3Y | +202.8% | +60.7% | +142.1% | +140.5% |
| 5Y | +208.8% | +42.2% | +166.7% | +154.6% |
| 10Y | +356.5% | +195.5% | +161.1% | +182.1% |
| All | +3,588.3% | +1,094.8% | +2,493.4% | +1,620.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WTW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling